Our Team
Our mission is to help our clients and their families achieve their financial goals. We take a personalized approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.
A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Julie provides a customized wealth management approach including investment management, retirement planning, wealth transfer, education funding and charitable planning. She purposefully joined a team with the aim of providing business owners, corporate executives and multiple generations of families with exceptional financial planning advice and service. She helps clients make informed life and financial decisions based on their goals.
Professional Experience
Julie has over 25 years of client-facing experience in the finance and logistics industries. She has been recognized by Forbes as one of their 2024 Best-in-State Women Wealth Advisors. She joined Janney in 2019 after 9 years at Morgan Stanley. Her passion for learning is evident from the numerous courses she’s completed such as the Certification in Alternative Investments the designation of an Accredited Investment Fiduciary (AIF®) as well as the Certification in Long-Term Care (CLTC®). She earned the Certified Divorce Financial Analyst® (CDFA®) designation in 2016 and is trained to provide financial advice and to educate clients on the financial implications of different divorce settlement proposals. Her investment and advisory registrations include Series 7 and 66 as well as the PA Life, Accident and Health Insurance license. Her MBA in strategy and economics is from the Melbourne Business School in Australia and her BBA is from the University of North Florida.
Personal Background
Julie is an Executive Board Member of the Estate Planning Council of the Lehigh Valley and a member of Lehigh Valley Aging in Place. She is a passionate fundraiser for the YWCA Allentown and was the emcee for the Annual Perfect Fit Luncheon a fifth time in 2022. For over a decade, she was an active volunteer with the Greater Lehigh Valley Chamber of Commerce and held positions such as the Chair of the Ambassadors Council and a member of the Board of Governors. Her interests include travel, golf, yoga, cooking, baking and spending time with her family.
Marjory Nelcoski is a Private Client Associate in the Allentown office of Janney Montgomery Scott. Marjory delivers exceptional service to business owners, individuals and families. She primarily assists Financial Advisor, Julie Knight, in the ongoing development and maintenance of effective client relationships. She helps with many administrative functions and helps process client requests. She also assists in coordinating educational client events and maintaining on-going client communications.
Professional Experience
Marjory worked as an Administrative Assistant at Penn State Lehigh Valley for a year, after working at Educational Testing Service (ETS) as a Client/Program Manager for 17 years. While at ETS, Marjory managed a full-service needs analysis financial aid program for the National Association of Independent Schools, assessments for the Wyoming Department of Education, the California Department of Education, the Enrollment Management Association and various College Board programs. Prior to working at ETS, Marjory served as Assistant Director of Financial Aid at the College of St. Elizabeth. She received her BA degree in organ performance from Cedar Crest College, pursued graduate studies in Musicology at Penn State University and holds an MBA in Finance from Fairleigh Dickinson University.
Personal Background
Marjory also serves as music director and organist at a Lutheran church in Whitehall PA. Spending family time with her husband, children and three grandsons is her favorite pastime.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association